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Live Oak Private Wealth’s TJX Companies TJX Stock Holding History

Live Oak Private Wealth’s Portfolio TJX Stock Details TJX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.98M Sell
52,671
-11,742
-18% -$1.86M 1% 38
2026
Q1 		$10.3M Buy
64,413
+207
+0.3% +$32.2K 1.43% 21
2025
Q4 		$9.86M Sell
64,206
-452
-0.7% -$66.8K 1.34% 25
2025
Q3 		$9.35M Sell
64,658
-325
-0.5% -$43.2K 1.3% 28
2025
Q2 		$8.02M Sell
64,983
-248
-0.4% -$31.5K 1.2% 31
2025
Q1 		$7.95M Buy
65,231
+189
+0.3% +$22.9K 1.29% 29
2024
Q4 		$7.86M Sell
65,042
-971
-1% -$116K 1.32% 26
2024
Q3 		$7.76M Sell
66,013
-108
-0.2% -$12.4K 1.26% 28
2024
Q2 		$7.28M Sell
66,121
-2,268
-3% -$228K 1.25% 27
2024
Q1 		$6.94M Sell
68,389
-9,761
-12% -$946K 1.2% 31
2023
Q4 		$7.33M Sell
78,150
-902
-1% -$80.9K 1.38% 29
2023
Q3 		$7.03M Sell
79,052
-26,431
-25% -$2.33M 1.5% 28
2023
Q2 		$8.94M Sell
105,483
-921
-0.9% -$72.7K 1.78% 14
2023
Q1 		$8.34M Sell
106,404
-212
-0.2% -$16.7K 1.72% 15
2022
Q4 		$8.49M Buy
106,616
+79
+0.1% +$5.83K 1.76% 14
2022
Q3 		$6.62M Buy
106,537
+678
+0.6% +$42.6K 1.49% 22
2022
Q2 		$5.91M Buy
105,859
+4,783
+5% +$290K 1.24% 31
2022
Q1 		$6.12M Buy
101,076
+4,970
+5% +$333K 1.18% 35
2021
Q4 		$7.3M Buy
96,106
+1,000
+1% +$69.4K 1.37% 22
2021
Q3 		$6.28M Buy
95,106
+8,270
+10% +$577K 1.27% 31
2021
Q2 		$5.85M Buy
86,836
+6,535
+8% +$446K 1.29% 32
2021
Q1 		$5.31M Buy
80,301
+5,907
+8% +$395K 1.3% 29
2020
Q4 		$5.08M Buy
74,394
+3,899
+6% +$237K 1.42% 28
2020
Q3 		$3.92M Buy
70,495
+4,469
+7% +$241K 1.35% 34
2020
Q2 		$3.34M Buy
+66,026
New +$3.32M 1.21% 39

Other funds holding TJX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Live Oak Private Wealth's TJX Position: Q2 2026 in Review

Live Oak Private Wealth reduced its TJX Companies (TJX) stake by 18% in Q2 2026, selling an estimated $1.86M and leaving 52,671 shares worth $7.98M. The position accounts for 1% of the portfolio, ranked #38.

Live Oak Private Wealth first reported a position in TJX in Q2 2020 and has held it in 25 quarters since. The position peaked at $10.3M in Q1 2026. 2,747 funds tracked by Wall St. Rank hold TJX as of Q2 2026.

  • Live Oak Private Wealth held 52,671 shares of TJX Companies worth $7.98M as of Q2 2026.
  • Live Oak Private Wealth sold 11,742 TJX Companies shares in Q2 2026, an estimated $1.86M.
  • TJX Companies made up 1% of Live Oak Private Wealth's portfolio in Q2 2026, its #38 holding.
  • Live Oak Private Wealth first reported a position in TJX Companies in Q2 2020 and has held it in 25 quarters since.
  • Live Oak Private Wealth's TJX Companies position peaked at $10.3M in Q1 2026.
  • 2,747 funds tracked by Wall St. Rank held TJX Companies as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.